HCKIX Mutual Fund

HCKIX Mutual Fund

NAV$10.97
See how much of HCKIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.55%
3 Months
+1.61%
6 Months
+6.28%
YTD
+7.91%
1 Year
+13.38%
3 Years (annualized)
+12.56%
5 Years (annualized)
+6.29%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCKIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.91%
Peer Avg (YTD)
+6.28%
vs Peers
+1.63%

HCKIX Mutual Fund Performance

HCKIX performance across multiple time periods: 1-month 1.55%, YTD 7.91%, 1-year 13.38%, 3-year 12.56%, 5-year 6.29%, 10-year 9.12%.

HCKIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

HCKIX vs another fund shows side-by-side returns. HCKIX alternatives are available in the Mutual Fund Screener.